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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Franklin Small Cap Value C
Price$46.50
Change+$0.40 (+0.87%)
VolumeN/A
Net Assets3.94B
DFSVX vs FRVFX Comparison Chart in %
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DFSVX vs. FRVFX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and FRVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FRVFX (3.94B). DFSVX pays higher dividends than FRVFX: DFSVX (1.67) vs FRVFX (0.29). DFSVX was incepted earlier than FRVFX: DFSVX (32 years) vs FRVFX (29 years). FRVFX (1.73) is less costly to investors than DFSVX (0.31). FRVFX is a more actively managed with annual turnover of: 59.68 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FRVFX: DFSVX (0) vs FRVFX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. FRVFX (3.91). DFSVX return over 5 years is better than : 105.30 vs. FRVFX (38.49).
| DFSVX | FRVFX | DFSVX / FRVFX | |
| Total Expense Ratio | 0.31 | 1.72 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.73 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 1.067 | 1.795 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 3.94B | 409% |
| Annual Yield % from dividends | 1.67 | 0.29 | 573% |
| Returns for 1 year | 9.45 | 3.91 | 242% |
| Returns for 3 years | 32.84 | 16.97 | 194% |
| Returns for 5 years | 105.30 | 38.49 | 274% |
| Returns for 10 years | 45.10 | -5.08 | -887% |
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